Settings
Configure Passport365 to suit your business needs
By Nosology and 1 other2 authors32 articles
- How to set up basic company information, regional settings and add a logo.
- Modules control overview
- Using Staff Skills
- Creating and updating staff members
- How to update your reference on jobs/quotes/invoices
- How to set up default Payment Terms
- How to setup charging rates
- Customise Quote & Invoice Templates
- How to add a new tax rate
- Setting up Staff Members as Users
- Creating Roles & Permissions
- How to edit staff members and assign categories
- Creating Categories
- How to customise automated emails/messages
- Using reports